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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,265 | $97,761-14.8% | $83,850-0.7% | $135,382-38.5% |
| Participation rate | 35.7% | 80.0%-44.2pp | 76.1%-40.4pp | 82.6%-46.9pp |
| Annual return | -8.17% | 1287.44%-1295.6pp | 850.92%-859.1pp | 519.77%-527.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,580 | $4,682-44.9% | $4,082-36.8% | $5,609-54.0% |
| Admin fee / account holder | $854 | $6,674-87.2% | $5,478-84.4% | $10,829-92.1% |